3. Step 1- Go to the Start menu and open Kofax
Capture Scan. A dialogue box titled create
batch will automatically open.
Step 2- Insert the ‘Client Name’ in the field
listed as _Name_, the description is optional to
the process
Step 3- Select the appropriate _Scanner
Profile_
Step 4- Insert document into scanner
4. Step 5- Select the option to _Scan_ or _Scan
All_
Step 6- ‘Right Click’ on a scanned image within
the panel labelled _Batch Content_ and select
the first option to _Create Document_ proceed
to add pages earmarked for that specific
document.
Step 7- Select from the _Home_ panel the
option to _Close_ batch.
5. Step 1- Go to the Start menu and open Kofax
Capture Validation. A dialogue box titled
_Open Batch_ will automatically open.
Step 2- Select the batch to be validated and
select _OK_
Step 2- Apply all required information into the
appropriate _Index Fields_
Step 3- Select from the _Home_ panel the
option to _Close_ batch.
6. Step 1- Go to the Start menu and open Kofax
Capture Export. This will automatically launch
the process which takes the document from
Kofax to Sharepoint
7. Team Site > Home
Team Site > Tax Document Library
Select Client Name
Select Year of Assessment
Select Document
Follow webpage dialogue box instructions
to open the document
8. The entire process, ceteris paribus, should not
exceed three (3) minutes.
The Scanner Profile whose title ends with color
may present an error at the end of each scan
prompting the input of more paper to scan. In
which event select the option to stop the scan.
